About Codat MCP by usefulapi
A hosted MCP server for querying unified Codat accounting data from MCP clients. It provides read access to company records and financial data, plus selected company, connection, and refresh operations.
Key features
- 01Read company profiles and connections
- 02Retrieve invoices, bills, and payments
- 03Access accounting transactions and statements
- 04Create companies and data connections
- 05Queue full or dataset refreshes
Use cases
- 01Review invoices and bills across connected accounting data
- 02Inspect balance sheets and cash flow statements
- 03Refresh accounting data or create a company
MCP support
Exposes Codat company, connection, accounting, and financial data operations as tools for MCP clients. It is hosted at https://codat.usefulapi.io/mcp and uses OAuth sign-in to collect Codat credentials.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://codat.usefulapi.io/mcpclaude mcp add --transport http io-usefulapi-codat https://codat.usefulapi.io/mcp{"mcpServers":{"io-usefulapi-codat":{"type":"http","url":"https://codat.usefulapi.io/mcp"}}}Open in Cursor{"servers":{"io-usefulapi-codat":{"type":"http","url":"https://codat.usefulapi.io/mcp"}}}Open in VS Code{"mcpServers":{"io-usefulapi-codat":{"type":"http","url":"https://codat.usefulapi.io/mcp"}}}{"mcpServers":{"io-usefulapi-codat":{"serverUrl":"https://codat.usefulapi.io/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
28This tool takes no parameters.
Details
From the project READMECodat MCP by usefulapi
Read your customers' unified accounting data across QuickBooks, Xero and more from Claude, Cursor, or any MCP client. Hosted, no local install — connect with your Codat API key.
Live endpoint: https://codat.usefulapi.io/mcp · Homepage: https://usefulapi.io/codat
Connect
- Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste
https://codat.usefulapi.io/mcp. - Claude Code:
claude mcp add --transport http codat https://codat.usefulapi.io/mcp, then run/mcpto log in. - VS Code: Add to VS Code.
- Cursor and other clients: add the URL as a remote MCP server:
{
"mcpServers": {
"codat": {
"url": "https://codat.usefulapi.io/mcp"
}
}
}
Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Codat credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/codat/
On first connect you'll paste your Codat API key. It's validated, stored per-user, and scoped to you.
Tools
| Tool | Type | What it does |
|---|---|---|
codat_get_profile | read | Get account profile |
codat_list_companies | read | List companies |
codat_get_company | read | Get a company |
codat_list_connections | read | List data connections |
codat_get_connection | read | Get a data connection |
codat_get_data_status | read | Get data status |
codat_get_data_info | read | Get accounting metadata |
codat_list_integrations | read | List integrations |
codat_list_accounts | read | List chart of accounts |
codat_list_invoices | read | List invoices |
codat_get_invoice | read | Get an invoice |
codat_list_bills | read | List bills |
codat_list_bill_payments | read | List bill payments |
codat_list_credit_notes | read | List credit notes |
codat_list_customers | read | List customers |
codat_list_suppliers | read | List suppliers |
codat_list_payments | read | List payments |
codat_list_journal_entries | read | List journal entries |
codat_get_balance_sheet | read | Get balance sheet |
codat_get_profit_and_loss | read | Get profit & loss |
codat_get_cash_flow_statement | read | Get cash flow statement |
codat_list_direct_costs | read | List direct costs |
codat_list_account_transactions | read | List account transactions |
codat_request | read | Raw read request |
codat_create_company | write | Create a company |
codat_create_connection | write | Create a data connection |
codat_refresh_all_data | write | Queue a full data refresh |
codat_refresh_data_type | write | Queue a single dataset refresh |
codat_usage_status | meta | Usage status (free-tier meter) |
codat_request_feature | meta | Request a missing feature |
codat_upgrade | meta | Upgrade to Pro (unlimited*) |
codat_cancel_subscription | meta | Cancel the Pro subscription |
read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.
Pricing
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Pro | $9/mo or $90/yr (2 months free) | Unlimited* |
*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this server only. Subscribe with codat_upgrade (it returns a Stripe Checkout link). Cancel any time with codat_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running codat_upgrade before then undoes the cancel. Or write to [email protected].
License
MIT — see LICENSE. Documentation only; the server is hosted.
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